Hurlow Wealth Management Group, Inc. 13F Holdings · Q2 2026
Hurlow Wealth Management Group, Inc. reported 125 securities worth $480.63M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VV (13.90%), DFUS (11.88%), DFAS (8.64%). Among its top 25 positions this quarter: 16 added, 9 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VV | VANGUARD INDEX FDS | $66.8M | 13.90% | 194,273 | Added |
| 2 | DFUS | DIMENSIONAL ETF TRUST | $57.1M | 11.88% | 697,119 | Added |
| 3 | DFAS | DIMENSIONAL ETF TRUST | $41.5M | 8.64% | 504,189 | Added |
| 4 | DFIC | DIMENSIONAL ETF TRUST | $31.8M | 6.61% | 853,239 | Added |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $31.1M | 6.47% | 436,379 | Trimmed |
| 6 | VB | VANGUARD INDEX FDS | $26.3M | 5.47% | 86,672 | Trimmed |
| 7 | DFEM | DIMENSIONAL ETF TRUST | $14.6M | 3.04% | 359,677 | Added |
| 8 | VUG | VANGUARD INDEX FDS | $12.9M | 2.68% | 149,351 | Added |
| 9 | VNQ | VANGUARD INDEX FDS | $12.6M | 2.62% | 130,770 | Trimmed |
| 10 | VWOB | VANGUARD WHITEHALL FDS | $12.6M | 2.62% | 187,058 | Added |
| 11 | VWO | VANGUARD INTL EQUITY INDEX F | $12.4M | 2.59% | 208,177 | Trimmed |
| 12 | DFAX | DIMENSIONAL ETF TRUST | $11.2M | 2.32% | 302,935 | Trimmed |
| 13 | VCIT | VANGUARD SCOTTSDALE FDS | $10.8M | 2.24% | 130,290 | Added |
| 14 | BIV | VANGUARD BD INDEX FDS | $10.5M | 2.19% | 137,452 | Added |
| 15 | VCSH | VANGUARD SCOTTSDALE FDS | $10.4M | 2.17% | 131,739 | Added |
| 16 | VTEB | VANGUARD MUN BD FDS | $7.8M | 1.62% | 154,381 | Added |
| 17 | DFAI | DIMENSIONAL ETF TRUST | $7.3M | 1.52% | 176,854 | Trimmed |
| 18 | VTI | VANGUARD INDEX FDS | $6.5M | 1.36% | 17,672 | Trimmed |
| 19 | VIG | VANGUARD SPECIALIZED FUNDS | $6.4M | 1.33% | 26,938 | Added |
| 20 | SPHY | SPDR SERIES TRUST | $5.9M | 1.22% | 250,032 | Added |
| 21 | DFAR | DIMENSIONAL ETF TRUST | $5.2M | 1.08% | 197,803 | Added |
| 22 | AAPL | APPLE INC | $4.9M | 1.01% | 16,763 | Trimmed |
| 23 | VTIP | VANGUARD MALVERN FDS | $4.7M | 0.98% | 93,496 | Added |
| 24 | LLY | ELI LILLY & CO | $4.0M | 0.84% | 3,375 | Added |
| 25 | SCHX | SCHWAB STRATEGIC TR | $3.9M | 0.80% | 131,269 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR